Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 21st, 2021

Market Watchers Hope Steadier Leadership Will Propel Growth

Speaking on the day of Joe Biden’s inauguration as the 46th U.S. president, sources say the markets and the economy should benefit from steadier, informed leadership. Read more >
PLANADVISER Practice Benchmarking Survey
Benchmarking Survey, fielded each October, gives us insight into how retirement plan advisers ran their business over the past year. Especially after 2020, it provides an opportunity to reflect on the differences since last our last survey in light of the pandemic. Read more >
15th Anniversary of RPAY: Josh Ulmer
His practice has a nine-step strategy for how retirement plan advisers can improve the health of defined contribution plans and the retirement outlook for participants. Read more >
Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress. Read more >
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
As States Add Retirement Programs, Private Providers See Growth
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
2021 Practice Progress Series: 529 plans, Student Loans and Financial Wellness
This hour-long, editorial webinar will focus on employee financial wellness, and specifically on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.” Read more >
Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap
Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist at UBS, hopes to help improve financial literacy in the U.S. Read more >
Market Mirror
Wednesday, the Dow increased 257.86 points (0.83%) to 31,188.38, the NASDAQ climbed 260.07 points (1.97%) to 13,457.25, and the S&P 500 gained 52.94 points (1.39%) to finish at 3,851.85. The Russell 2000 was up 9.48 points (0.44%) at 2,160.62, and the Wilshire 5000 closed 500.31 points (1.24%) higher at 40,829.14. The price of the 10-year Treasury note increased 22/32, bringing its yield down to 1.088%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 1.829%.
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